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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
PL Capital Advisors
Naples,
Florida
| $317M | +$15.9M | +5% | 7.01% | 100% | 30 | 26.67% | 3.5 |
|
| 4827 |
4827
Anfield Capital Management
Irvine,
California
| $317M | -$22.8M | -7% | 1.88% | 65.3% | 608 | 5.43% | 1.2 |
|
| 4828 |
LMHBHCT
4828
Leona M. & Harry B. Helmsley Charitable Trust
New York
| $317M | – | – | 2.36% | – | 1 | – | 0 |
|
| 4829 |
4829
Hayek Kallen Investment Management
Fairhope,
Alabama
| $317M | +$3K | +0% | 0.02% | 71.9% | 186 | 99.46% | 0.1 |
|
| 4830 |
4830
Payne Capital Management
New York
| $317M | +$6.25M | +2% | 0.45% | – | 82 | 7.32% | 0.8 |
|
| 4831 |
4831
Elmwood Wealth Management
Berkeley,
California
| $317M | +$34.3M | +12% | 2.04% | 42.1% | 177 | 24.29% | 3.3 |
|
| 4832 |
4832
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $316M | +$11.7M | +4% | 3.6% | 62.6% | 147 | 10.2% | 2.7 |
|
| 4833 |
4833
S&T Bank
Indiana,
Pennsylvania
| $316M | -$39.5M | -11% | 5.19% | 193% | 502 | 22.51% | 2.2 |
|
| 4834 |
4834
Able Wealth Management
Toms River,
New Jersey
| $316M | +$50.1M | +19% | 0.86% | 58.1% | 120 | 17.5% | 1.2 |
|
| 4835 |
SA
4835
SAM Advisors
Oakhurst,
California
| $316M | +$5.82M | +2% | 1.91% | 57.5% | 44 | 6.82% | 2.3 |
|
| 4836 |
4836
American Assets Inc
San Diego,
California
| $316M | +$4.22M | +1% | 2.92% | 49.9% | 31 | 32.26% | 3 |
|
| 4837 |
4837
IronBridge Private Wealth
Austin,
Texas
| $316M | -$1.08M | -0.3% | 1.76% | 143% | 48 | 4.17% | 2.1 |
|
| 4838 |
4838
Nicollet Investment Management
Minneapolis,
Minnesota
| $316M | +$9.36M | +3% | 2.75% | 104% | 77 | 11.69% | 4.9 |
|
| 4839 |
4839
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $316M | +$31.8M | +11% | 12.4% | – | 13 | 15.38% | 1.4 |
|
| 4840 |
4840
Future Fund LLC
Chicago,
Illinois
| $316M | +$32.5M | +11% | 2.48% | 93.1% | 184 | 29.89% | 0.7 |
|
| 4841 |
4841
Jeppson Wealth Management
Manhattan Beach,
California
| $316M | +$2.34M | +0.7% | 2.93% | 107% | 236 | 9.32% | 3.5 |
|
| 4842 |
NTCM
4842
Nine Ten Capital Management
Chicago,
Illinois
| $316M | -$72.2M | -19% | 9.83% | 166% | 9 | 11.11% | 5 |
|
| 4843 |
4843
LifeWealth Investments
Winter Garden,
Florida
| $316M | +$12.2M | +4% | 2.88% | – | 171 | 23.98% | 0.7 |
|
| 4844 |
4844
BFI Infinity
Zurich,
Switzerland
| $316M | +$82.7M | +36% | 4.9% | – | 61 | 21.31% | 0.7 |
|
| 4845 |
4845
Quaker Wealth Management
Moorestown,
New Jersey
| $316M | +$8.21M | +3% | 1.16% | – | 1,004 | 19.72% | 0.4 |
|
| 4846 |
4846
Amtrust Financial Services
New York
| $316M | +$14.9M | +5% | 0.83% | 61.9% | 15 | 6.67% | 3.6 |
|
| 4847 |
4847
Shaker Financial Services
Arlington,
Virginia
| $315M | +$23.9M | +8% | 1.34% | 12.9% | 179 | 24.58% | 2.1 |
|
| 4848 |
4848
Altrafin AG
Zurich,
| $315M | +$10.3K | +0% | 3.28% | 97.6% | 51 | 15.69% | 2.8 |
|
| 4849 |
GWMT
4849
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| $315M | – | – | 2.35% | – | 29 | – | 0 |
|
| 4850 |
4850
Bayberry Capital Partners
New York
| $315M | -$105M | -25% | 5.98% | 99.7% | 37 | 59.46% | 0.7 |
|